Methods and systems for locating related reports are provided. A report application identifies a first report to process along with preference selections associated with finding related reports to the first report being processed. A data preparation application performs an initial filter against a report data store using the first report and the preference selections. The data preparation application passes candidate reports and the first report to a data mining application. The data mining application uses the first report, the candidate reports, and a report usage data store to find relationships and associations with additional reports. In one embodiment, the additional reports are ranked and organized before being presented to the report application as related reports to the first report.
Legal claims defining the scope of protection, as filed with the USPTO.
1. A machine-implemented method to acquire related reports, comprising: receiving a user-selected first report and a user-defined numerical index value provided by the user in user-defined parameters; identifying one or more second reports and components of the one or more second reports that are associated with the first report, wherein the components are sub-reports; providing the one or more second reports and the components to a data mining application; and receiving one or more third reports from the data mining application, wherein the one or more third reports are related to the first report and precision and recall of the one or more third reports conform to the numerical index value, wherein the numerical index value instructs the data mining application on the precision of relatedness of the received one or more third reports to the first report and a number of one or more third reports recalled in relation to the first report, and wherein the third reports are derived from the one or more second reports and the components, and each of the reports and each of the components is acquired from a business report data store, and wherein the numeric index value includes a value from 0 to 100 and is assigned by a user, and as the numeric index value increases the precision increases and the recall decreases and as the numeric index value decreases the precision decreases and the recall increases.
2. The method of claim 1 further comprising, receiving preference data, the preference data includes at least one of a selection of ranges for report attributes and an expression associated with the report attributes, and wherein the preference data is used to identify one or more of the second reports and the components.
3. The method of claim 1 , wherein in identifying the one or more second reports and the components, the one or more second reports and the components are associated with the first report based on at least one of a common business job function, a common report computation, a common business objective, and a common business question.
4. The method of claim 1 , wherein in providing the one or more second reports and the components, the data mining application accesses report usage data associated with the first report when identifying the one or more third reports.
5. The method of claim 4 , wherein in providing the one or more second reports and the components, the data mining application identifies a number of the one or more third reports by identifying from the report usage data the number of the one or more third reports that were processed when the first report was previously processed.
6. The method of claim 1 , wherein in receiving the one or more third reports from the data mining application, the one or more third reports are ranked based on their relevancy to the first report.
7. The method of claim 1 , wherein in receiving the one or more third reports from the data mining set of executable instructions, a number of the third reports represent at least one of interactive visualization reports, data modeling reports, pre-defined reports, sub-reports, and newly specified reports.
8. A machine-implemented method to acquire related reports, comprising: receiving a user-selected first report and user-defined preference selections including a numerical index value provided by a user in user-defined parameters; determining a first set of related reports based on associations of the first report and the preference selections; mining a report usage data store for prior usage associated with the first report and the first set of related reports to acquire a second set of related reports; and presenting a number of related reports included within the first set of related reports and the second set of related reports, wherein the first report, the first and second sets of related reports, and the related reports are business reports, and wherein the related reports are derived from the first and second sets of related reports, and wherein the numerical index value corresponds to precision of relatedness of the related reports to the first report and a number of related reports recalled in relation to the first report, and wherein the numeric index value includes a value from 0 to 100 and is assigned by a user, and as the numeric index value increases the precision increases and the recall decreases and as the numeric index value decreases the precision decreases and the recall increases.
9. The method of claim 8 wherein in determining, the associations of the first report are determined by comparing rows and columns associated with the first report against candidate reports.
10. The method of claim 8 further comprising, processing the first report and using the preference selections to filter results before determining the first set of related reports.
11. The method of claim 8 wherein in mining, the first set of related reports is used to establish associations and relationships from the report usage data store.
12. The method of claim 8 wherein in presenting the number of reports, the number of reports are organized according to relevancy before presenting the number of reports.
13. The method of claim 8 , further comprising: specifying one or more new reports related to the first report; and presenting the one or more new reports.
Cooperative Patent Classification codes for this invention. Click any code to explore related patents in that topic.
October 3, 2002
December 22, 2009
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